Kim Lorenz
Chief Compliance Officer
Loren Pierson, CFP®, MBA
Chief Operating Officer
Melissa Nims
Chief Solutions Officer
Alisa Maute, CIMA®, CAIA℠
Head of Client Development
Ben Kautz, CFP®
Executive Managing Partner, East Division
Bryan Powers, CFP®
Executive Managing Partner
David Oh, JD, LLM
VP, Wealth Strategy
Hayley Block, MBA
Executive Managing Partner, Wealth Operations and Experience
Jessica Caruso, CFP®
Executive Managing Partner, West Division
Josh DeForest, CFA®, CFP®
Executive Managing Partner, Head of Client Delivery
Josh Gustafson
Executive Managing Partner
Kevin Jack, CFP®
Executive Managing Partner, Client Services and Planning
Laura Combs, CFP®, MBA
Executive Managing Partner, Head of Women and Wealth
Martine Lellis, CPA, CFP®
Executive Managing Partner, M&A Partner Development
Ted Motheral, JD, MBA
Executive Managing Partner, M&A Partner Development
Will Mannon
Executive Managing Partner
Drew Ellis
Director, Institutional Partnerships
Elli Sharef
Head Philanthropic Services
Tunia Mycyk, AIF® CRPS®
Vice President, Institutional Client Development
Alex Moore, CFA, CPA
Vice President, M&A Partner Development
